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Guide for Schoolable Pay
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Guide for Schoolable Pay
Our Manifesto
Account Setup
Payment Setup
Settlement Account
Discounts
Payment Items
Payment Preferences
Grouping payment items
Beneficiaries
Expense Category
User Permissions
Payroll Setup
Salary items
Taxes & Benefits
Preferences
Administration
School profile
School Session & Term
Promoting Students
Bulk data upload
Students
Adding a new student
List students
Class Sections
Student Tags
Families
Family list & profile
Guardian information
Employees
How to enable an employee for payroll
How to run Payroll Monthly
Vendors
Invoices
Why are invoices needed?
Generating an invoice
Updating an invoice
Sending invoice notifications
Adding payments to invoice
Archiving an invoice
Paying an invoice
Invoice Listing
Sending invoice receipt
Why Invoice Reports are Important in Schools
Invoice inflow
Settlements
Send Money
List transfer history
Payment Requests
How to send money
Balance History
Apps Marketplace
Test Accounts
Administration
School Session & Term
School Session & Term
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TO ADD A NEW SESSION
To add a session, follow these steps:
Click
“New session”
Click on the column under School year/Session name to select the school session
Check the button
“Create Term”
and three terms will automatically be created for the session
If you do not want this, Uncheck the box
Click
“Create school session”
TO EDIT A SESSION
To edit a session:
Scroll to the session
Click on the three dots by the right
Click
“Edit”
to change the year
Click
“Update school session”
TO DELETE A SUB-SESSION
To delete a sub-session:
Scroll to the session
Click on the collapsible list to show the sub-sessions
Scroll to the sub-session and click on the three dots by the right
Click
“Delete”
Click
“Yes! delete it”
to delete the sub-session
TO MANUALLY ADD A SUB-SESSION
To manually add a sub-session:
Scroll to the Session
Click on the three dots by the right
Click
“Add sub-session to...”
Type the Sub-session (first, second or third term)
Choose the sub-session
Click
“Create sub-session”
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